JWM
PHM icon

JPL Wealth Management’s Pultegroup PHM Stock Holding History

JPL Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Sell
111
-4
-3% -$486 ﹤0.01% 490
2026
Q1 		$13.5K Buy
+115
New +$14.7K ﹤0.01% 470
2025
Q4 		– Sell
-120
Closed -$15.9K – 843
2025
Q3 		$15.9K Buy
+120
New +$14.9K ﹤0.01% 452

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JPL Wealth Management's PHM Position: Q2 2026 in Review

JPL Wealth Management reduced its Pultegroup (PHM) stake by 3.5% in Q2 2026, selling an estimated $486 and leaving 111 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

JPL Wealth Management first reported a position in PHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.9K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • JPL Wealth Management held 111 shares of Pultegroup worth $15.2K as of Q2 2026.
  • JPL Wealth Management sold 4 Pultegroup shares in Q2 2026, an estimated $486.
  • Pultegroup made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #490 holding.
  • JPL Wealth Management first reported a position in Pultegroup in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Pultegroup position peaked at $15.9K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.